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Overview:
Many
companies in the PC Consulting and IT industry purchase products
from PC industry distributors such as D&H, Ingram Micro, SYNNEX, and Tech Data. The process of
ordering products can become very tedious and time consuming.
Your QuoteWerks order will already contain all the product part
numbers, quantities, pricing, and ship to location - yet when
placing an order with your distributor you would need to call your sales
rep and read each part number, quantity, price, warehouse, and ship
to location to him/her during which errors can be introduced. Once
the order is placed, you then need to manually update the QuoteWerks
order with the PO Number, Order Date, and distributor SO Number.
An Online Ordering Module is available for QuoteWerks that can place online
orders with D&H, Ingram Micro, SYNNEX, and Tech Data from within QuoteWerks. Order items from
a single order, or combine items from multiple QuoteWerks orders
into a single distributor order. It supports government and
educational pricing. For Tech Data, it even supports Tech Data MyOrderTracker and
assists Tech Data MyOpportunityTracker by optionally supplying end
user details with the order. After the order is placed electronically, the
purchase order number, order date, and distributor sales order number
will automatically be stored with your QuoteWerks order for
reference. When placing
distributor online orders electronically through QuoteWerks, there is an option that will
let you flag the order for manual review and release by a sales rep.
This will afford you an opportunity to review the order with your
distributor rep and negotiate pricing without the time consuming process of reading to your sales rep
all the part numbers, quantities, ship to location, etc. You
can also place a note in the order to ask the sales rep to call
you to confirm pricing. No more calling your distributor sales rep
only to reach voice mail (understandable - sales reps can't be on
the phone with more than one customer at a time) and then have to
remember try again later in the day to place
the order - or wait for a call back! This is truly the best of both
worlds - automation with sales rep service!
For details on the online
ordering offerings and how to get setup to use their services click here.
Using the Online Ordering Module:
Submitting an Online Order is easy - simply
click on the 'Online Order' toolbar button.
You can order items from multiple QuoteWerks orders or from the
currently open QuoteWerks order. When you have selected the order(s),
you can then choose which individual line items you would like to
order.
On the QuoteWerks 'Tech Data Online Order Form', you can review the
order information and make changes before submitting the order to
Tech Data.
You can select the pricing market such as Commercial,
Government, and Educational pricing.
For license or warranty orders, the end user information can be
easily copied from the QuoteWerks document or manually entered. For
orders other than license and warranty, you can optionally complete
the end user information to take advantage of Tech Data's
MyOpportunityTracker to associate this end user with the items being
ordered.
QuoteWerks fully supports Tech Data's
MyOrderTracker service, optionally enabling you and your customer to
receive order status e-mail notifications of key events such as the
order confirmation, order shipment, etc.
Pricing and Availability is retrieved, displaying the real-time
quantity in stock and availability at individual warehouses. Your
preferred warehouse is automatically selected. In addition to
typical shipping carriers, you can also select customer pickup.
After the order is submitted, the SO
Number (Sales Order Number), PO Number, and Order Date columns for
each line item will be updated with the Tech Data sales order
number, PO Number, and the date of the order respectively.
Additionally, QuoteWerks will update the QuoteWerks document Unit
Cost field with the Tech Data ordered unit price.
For companies that regularly order from Tech Data, the Online
Ordering Module will save time and money through the elimination of
double entry, re-keying errors, and improved order management by
leveraging the product information already in QuoteWerks orders and
automatically updating the QuoteWerks order with the Tech Data order
details.
Online
Ordering
Licensing:
The Online Ordering Module licensing is sold per site as an annual
subscription. You will only need one license no matter how
many users you have at that site. The Online Ordering Module
requires at least one Real-time Data Module
license (subject to reserved concurrency) be available at that site.
The Online Ordering Module is sold as
an annual subscription of USD $399 per year. By our calculations, if
you place 3 orders a week (for 45 weeks), and save 30 minutes each
order, that is a savings of 67.5 hours. If the person placing the
orders salary is $45K per year ($21.63 hourly), then using this Online Ordering
Module would represent a savings of $1460 per year. For additional
Online Ordering Module pricing, click
here.
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